Welcome to the Dividend Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life.

Thanks so much as always, Erica, and thank you, Scott, for joining me here again. I'm going to turn it right over to you.

For those of you that have

already dialed in. We're going to keep today a bit over, you know, right around 30 to 40 minutes,

not one of our really long ones, but we'll cover everything we need to. Send in questions,

like Erica said, questions at thebonsongroup.com. My partner, Dea, is live just sitting there grabbing your

emails and sending them over to Scott as they come in. So, you know, Scott, I know you got a few

things to drive us through here. And I'm at your beck and call. Let's talk markets.

All right, David, let's do it. Great to be with you as always. And yes,

we've actually already been getting some great questions, which will get you in a moment. But I think,

David, as we always do on these calls, just starting off with your broader temperature on where

things stand in the markets right now. What do you think is the biggest story in markets right now?

Is it stimulus, interest rates, earnings, a combination of all three?

And like a real immediate short term, it is bond yields moving higher. And I want to kind of make a

clarification that some may not even agree with just in my vernacular, but like the interest

rates versus bond yields, they're kind of one and the

same, but they're a little bit different in the sense that I think most people do refer to

interest rates as like the some relevant borrowing rate. And the Fed funds rate is not going higher.

It hasn't gone higher. It's not going to go higher for a long time.

So really, we kind of are talking about bond yields, which of course are interest rates, but

it's the longer end of the curve that's moved a bit. And so to put that into perspective,

we're talking about a 10 year that has gone to 1.3% from about 1%

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